See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUNITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $49,489 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 55 · EIN 52-1396995 | Other Commissions | $0 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,325 | $71,192+8.6% | $117,854-34.4% | $62,292+24.1% |
| Participation rate | 40.7% | 74.2%-33.6pp | 79.7%-39.0pp | 69.5%-28.9pp |
| Annual return | 16.53% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $783 | $1,934-59.5% | $3,786-79.3% | $2,042-61.7% |
| Participant deferral / active EE | $1,809 | $3,189-43.3% | $4,482-59.6% | $3,169-42.9% |
| Admin fee / account holder | $571 | $587-2.8% | $8,020-92.9% | $479+19.1% |